Venturi Wealth Management, LLC's ownership history for PSX

Venturi Wealth Management, LLC currently holds 5.0K shares with a market value of $639.1K. It started holding PSX on 2024-09-30. At its peak, it held 5.0K shares on 2025-09-30. Its highest holding value was $685.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-03-31, with a value of $501.1K on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 4. In the recent year, Venturi Wealth Management, LLC has increased its shares by 225.